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Using Reports with Salesforce
Using Reports with Salesforce

The best way to pull in leads or contacts is via Reports. Let's learn how!!

Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago

First, you'll need to create a report on Salesforce

  1. From the App Launcher, go to Sales Console

2. Navigate to Reports

3. Click to create a New Report

4. Choose the type: 'Leads' or 'Contacts & Accounts'

5. Add the 15 digits ID field of the entity to your report ('Lead ID' or "Contact ID')

6. Add filters

7. Name your new report

Once you're ready, click on Save & Run and review the leads to verify the audience.

Back to Exceed - Let's connect the report to a Sequence

  1. On integrations settings, make sure the audience preferences are set for Reports

2. Navigate to the Sequence Integrations tab and choose the Report you have just created on Salesforce (if you don't see the Report, don't worry, it might take up to 30 minutes to sync the new report into Exceed):

When finished - click on 'Save changes' and activate the integration toggle to start importing leads. (The pull-in would start according to your retrieval interval, as set on the Integrations Page).
To start sending emails, kindly activate the sequence (The upper toggle).

Don't see the report or no leads/contacts are coming in?

Make sure you've selected the right report type. Exceed.ai support only 'Leads' report or 'Contacts & Accounts' report. No other type.

Plus, make sure your report has the 15 digits Contact ID or Lead ID as one of the report columns. It is used to map the contacts properly.

You can also check out this article: Common reasons for not pulling in contacts from your CRM
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Have any questions? Feel free to reach out either via the Customer Care Communications Portal

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